Customer Service Representative jobs at Freedom Bank of Virginia

- 220 jobs

Associate Customer Service Representative Everyday Banking
Wells Fargo 4.6
Roanoke, VA jobs
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative Everyday Banking in Roanoke. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Regularly receive direction from supervisor and escalate questions and issues to more senior employees * Interact with team on basic information, plus internal or external customers Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues * Ability to execute in a fast paced, high demand, metric driven call center environment * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information * Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: * Must be able to attend full duration of required training period * This position is not eligible for Visa sponsorship * Ability to work additional hours as needed * Schedule may be eligible for a shift differential under the terms of the shift differential policy * Must work on-site at the location posted Training and Schedule: * You will receive in-depth classroom training, continue on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. * Training class starts on 02/02 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. * We're open from Sunday - Saturday, 6:00 am - 12:00 am (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. * Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. Compensation: * Starting rate $20.00 per hour Posting Location(s): * 7711 Plantation Rd Roanoke VA 24019 @RWF22 Posting End Date: 9 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$20 hourly 1d ago
Client Specialist
Robert W. Baird & Co.Orporated 4.7
Lynchburg, VA jobs
About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$74k-106k yearly est. Auto-Apply 23d ago
Client Specialist
Robert W. Baird & Co. Incorporated 4.7
Lynchburg, VA jobs
About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies. * May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 2+ years of prior industry and/or administrative work experience. * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. * Detail oriented with an emphasis on accuracy. * Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$74k-106k yearly est. 22d ago
Customer Service Rep
Blue Ridge Bank 4.0
Luray, VA jobs
**TWO AVAILABLE OPENINGS FOR THIS ROLE** Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide. At Blue Ridge Bank our purpose is to be a trusted partner OF CHOICE in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers. Position Purpose: This position is the first level response for answering customer questions about basic banking services, such as account balances, interest rates, fees, reviewing suspicious activity, reversing transactions and reissuing compromised debit and credit cards. This position is responsible for assisting customers with account research, problem solving, and online banking access. Responsibilities: Respond to customer inquiries via telephone, email, web chat, or digital channels on banking products, services, and rates while providing friendly, accurate, and speedy service. Resolve customer issues timely and thoroughly, seeking to exceed customer expectation on every interaction. Minimize customer transfers and hold times. Respond to online banking, mobile banking, and bill payment inquiries; troubleshoot connectivity issues for online banking and bill payment; resolve User ID and password access issues; resolve bill payment issues within service level agreement standards. Prepare and process requests for withdrawals, transfers, duplicate statements, stop payments, service charge refunds, change of address, deposit research, debit card orders, cancel and reactivation of debit cards, and other transaction requests. Maintain required performance standards in quality, occupancy, attendance, and adherence. Ensure the security of customer information and assist with minimizing bank losses by performing customer verification on each interaction. Accurately track the call reason for training, forecasting, and trending purposes. Manage and utilize time efficiently to ensure service quality, customer satisfaction, and the achievement of key performance indicator goals for the Contact Center. Look for opportunities to introduce products and services that match customers' needs. Answer internal and external customer telephone inquiries by using proper telephone guideline, account verification techniques, utilizing multiple banking systems to access customer account information and following through to a satisfactory resolution on inquiries, requests, or complaints promptly. Maintain knowledge on banking products and complies with regulations that include but are not limited to overdraft protection, Regulation E, Regulation D, Bank Secrecy Act (BSA), Regulation CC, Privacy Gramm-Leach-Bliley Act (GLBA), and Non-Public Personal Information (NPPI), Right to Financial Privacy Act (RFPA), identity theft, red flags, Unfair Deceptive or Abusive Acts or Practices (UDAAP), financial elder abuse and OFAC. Assist clients with the completion of debit card disputes, ACH disputes, or check fraud affidavits. Assist in the completion of new account or loan applications. Other duties as assigned. Create value for the bank and its employees. Be a good teammate. Live our core values. Requirements Education and Certifications: High School Diploma. Skills: Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook, etc.). Organizational skills and attention to detail. Strong decision-making/problem resolution skills. Demonstrate strong analytical and math skills, organizational skills, and customer service skills. Effective verbal and written skills to effectively communicate in the English language required. Abilities: Ability to address complex commercial problem credits. Ability to learn bank programmed software. Ability to build and maintain relationships with accounts while providing exceptional customer service. Ability to work all branch hours, remote or in office, including weekend and evenings. Ability to work within a team environment. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations. Ability to deal directly with the public, on the phone or face to face, following the Bank's Customer Service Standards. Preferred Qualifications: Previous Call Center experience. Previous banking experience.
$23k-27k yearly est. 60d+ ago
Customer Service Representative
City National Bank of Wv 4.9
Front Royal, VA jobs
Customer Service Representative at City National Bank (on-site) We are an EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Are you ready to join a team of award-winning customer service professionals? City National Bank is seeking passionate individuals like you to join our ranks as Customer Service Representatives. As one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Why Choose City National Bank? At City, we understand that our employees are our greatest asset. That's why we offer an inclusive and supportive work environment where you can thrive both personally and professionally. Here's what sets us apart: Commitment to Excellence: We aim for excellence in everything we do. By joining our team, you'll be part of an organization that constantly strives for innovation and improvement. Career Growth Opportunities: We believe in investing in our employees' growth and development. With comprehensive training programs and a clear career path, you'll have the opportunity to advance your career within our organization. Competitive Compensation and Benefits: We value our employees' hard work and dedication. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plans, and paid vacation. Strong Company Culture: Our employees are the heart of our organization, and we foster a positive and inclusive company culture. You'll be part of a close-knit team that celebrates individuality and promotes collaboration. Responsibilities: - Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues. - Serve as the first point of contact for customers, representing the bank in a professional and helpful manner. - Identify and assess customers' needs to recommend appropriate banking products and services. - Process transactions accurately and efficiently, including deposits, withdrawals, and transfers. - Educate customers on self-service options and assist with online and mobile banking inquiries. - Maintain accurate customer records and documentation in compliance with banking regulations. - Collaborate with internal teams to address complex customer issues and ensure prompt resolution. Qualifications: - High school diploma or equivalent; college degree preferred. - Previous customer service experience in a banking or financial institution is a plus. - Excellent communication skills, both verbal and written. - Strong problem-solving abilities and attention to detail. - Proficient computer skills and familiarity with banking software and systems. - Ability to work in a fast-paced environment and adapt to changing priorities. - Professional demeanor and ability to build rapport with customers. -Bilingual preferred Join City National Bank today and become part of a team that is passionate about providing exceptional service to our customers. We look forward to hearing from you!
$28k-34k yearly est. Auto-Apply 8d ago
Customer Service Representative
City National Bank of Wv 4.9
Front Royal, VA jobs
Customer Service Representative at City National Bank (on-site) We are an EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Are you ready to join a team of award-winning customer service professionals? City National Bank is seeking passionate individuals like you to join our ranks as Customer Service Representatives. As one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Why Choose City National Bank? At City, we understand that our employees are our greatest asset. That's why we offer an inclusive and supportive work environment where you can thrive both personally and professionally. Here's what sets us apart: Commitment to Excellence: We aim for excellence in everything we do. By joining our team, you'll be part of an organization that constantly strives for innovation and improvement. Career Growth Opportunities: We believe in investing in our employees' growth and development. With comprehensive training programs and a clear career path, you'll have the opportunity to advance your career within our organization. Competitive Compensation and Benefits: We value our employees' hard work and dedication. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plans, and paid vacation. Strong Company Culture: Our employees are the heart of our organization, and we foster a positive and inclusive company culture. You'll be part of a close-knit team that celebrates individuality and promotes collaboration. Responsibilities: - Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues. - Serve as the first point of contact for customers, representing the bank in a professional and helpful manner. - Identify and assess customers' needs to recommend appropriate banking products and services. - Process transactions accurately and efficiently, including deposits, withdrawals, and transfers. - Educate customers on self-service options and assist with online and mobile banking inquiries. - Maintain accurate customer records and documentation in compliance with banking regulations. - Collaborate with internal teams to address complex customer issues and ensure prompt resolution. Qualifications: - High school diploma or equivalent; college degree preferred. - Previous customer service experience in a banking or financial institution is a plus. - Excellent communication skills, both verbal and written. - Strong problem-solving abilities and attention to detail. - Proficient computer skills and familiarity with banking software and systems. - Ability to work in a fast-paced environment and adapt to changing priorities. - Professional demeanor and ability to build rapport with customers. -Bilingual preferred Join City National Bank today and become part of a team that is passionate about providing exceptional service to our customers. We look forward to hearing from you!
$28k-34k yearly est. Auto-Apply 8d ago
Customer Service Representative-Staunton, VA
Firstbank 4.6
Staunton, VA jobs
The Customer Service Representatives at First Bank and Trust are the primary contact for our customers. CSRs provide our customers with superior and quality customer service. The individuals promote the Bank's products and services and provide customer referrals for new products and services on a daily basis. ESSENTIAL DUTIES AND RESPONSIBILITIES : Greeting customers warmly and professionally, creating a welcoming atmosphere in the branch. Assisting customers with account openings, closures, and maintenance, ensuring accuracy and adherence to banking policies. Identifying customer financial needs through comprehensive profiling and active listening. Identifying opportunities to cross-sell bank products and services to customers. Resolving customer inquiries, concerns, or complaints promptly and effectively. Collaborating with team members to meet customer service and operational goals. Staying updated on banking regulations, product changes, and industry trends to provide accurate and up-to-date information to customers. Ensuring compliance with all banking policies, procedures, and regulations. Assisting customers with account inquiries, resolving issues, and providing information on banking products and services. Responding to customer inquiries in person, over the phone, or via email. Ensuring compliance with all banking policies, procedures, and regulations. Maintaining a clean and organized work area for efficient customer service. All other duties as assigned. QUALIFICATIONS : High school diploma or equivalent. Associate's degree - Accounting, Business, Finance, Communications, and/or Marketing - preferred. Two years of previous cash handing or customer service experience. Strong communications and interpersonal skills. Attention to detail. Basic computer proficiency and ability to learn banking software. BENEFITS FOR FULL-TIME EMPLOYEES: PTO Leave is 20 Days per year earned monthly. First Bank and Trust recognizes 11 paid holidays, when the holidays occurs during the work week. Medical, Dental and Vision Insurance coverage starts the 1st day of the month after hire date. Employees are automatically enrolled in the bank's 401K/ESOP Plan. First Bank and Trust provides basic life insurance coverage equal to two times an employees' base salary. First Bank and Trust provides long-term disability Insurance coverage. Normal work week is Monday- Friday between 8:00 - 6:00 . COMPLIANCE: The employee has the responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies and those regulations and policies inherent to position requirements. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. WORK ENVIRONMENT: Typical office environment CONFIDENTIALITY: Confidential information concerning a customer, system, design, program or product unique to First Bank & Trust Company shall not be used for personal gain. Such information shall not be revealed to any person outside the Bank without the consent of the individual or organization involved or as otherwise permitted by law. The statements on this job description are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Employees may perform other duties as assigned. In addition, all First Bank and Trust employees are expected to: Promote teamwork and cooperative effort. Help train and give guidance to other employees. Maintain a clean, safe, and unobstructed work area. Provide customers with the highest quality of products and service. Understand and apply appropriate quality improvement processes. Comply with corporate policies and procedures. First Bank and Trust is an Equal Opportunity Employer EOE/AA/M/F/Disabled/Veteran
$28k-32k yearly est. Auto-Apply 22d ago
Universal Branch Representative I - Virginia Center Commons Branch
Virginia Credit Union 4.3
Glen Allen, VA jobs
PRIMARY FUNCTION: The Universal Branch Representative performs the duties of both a Teller and Member Service Representative (platform). This role is vital in the delivery of an exceptional member experience while supporting branch sales and service strategies. JOB DUTIES AND RESPONSIBILITIES: Teller Responsibilities: Establishes member relationships through quality service and cross selling VACU products/services to meet member needs Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority Performs paying and receiving functions with accurate balancing and reporting, including but not limited to deposits, check cashing, loan payments, miscellaneous sales, cash advances, etc. Disburses cash accurately and maintains a cash drawer, balancing it daily Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies. Maintains adequate cash and/or cash limits as required by VACU policy Evaluates needs of existing and prospective members and makes daily referrals to Member Service Representatives Member Service Responsibilities: Responsible for opening Memberships Responsible for opening all types of deposit accounts Able to provide assistance and maintenance on all deposit and loan accounts Referral based lending knowledge Assesses each member's financial needs to identify, cross-sell opportunities and expand relationships Make appropriate referrals to deepen member relationships Demonstrates the ability to make appropriate decisions in the best interest of VACU and the membership Engage members and prospective members in a professional and courteous manner in person and over the phone Demonstrates flexibility around the daily needs of the members and the branch Possesses leadership skills to properly self-manage and guide co-workers consistently Possesses lobby leadership skills in order to maximize exceptional member experience Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform and teller line, including Security and Information Security Answers member inquiries and cross-sells products and services of the credit union when appropriate. Responsible for handling member transactions quickly and efficiently in a courteous manner within established policies and procedures and to identify and assist in member needs in a proficient and professional manner Meets member needs by maintaining appropriate knowledge of all VACU products and services Answers the phone and responds to member phone inquiries professionally and accurately Building and retaining member relationships by performing follow - up and courtesy calls to members. Meets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales Provides quality service by following all member service expectations Handles troubleshooting and special assignments in support of supervisor. Responsible for ensuring that business goals and individual member service and sales goals are consistently met. Responsible for delivering high quality service and needs based sales to members Required notary certification. Must stay informed of all notary rules and regulations. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures. Stay up to date on all required loan documents, systems, credit reports and related lending documents. Other duties may be required and assigned by the supervisor JOB QUALIFICATIONS: Knowledge: Thorough understanding of products and services offered by financial institutions preferred Skills: Satisfactory computer skills required. Abilities: Positive and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills. Sound judgment. Ability to handle difficult situations. Ability to handle multiple tasks. Professional appearance and manner. Minimum Education and Experience: Minimum of high school diploma or equivalent. Some college education or business courses preferred. Customer/member service experience, preferably at a financial institution Cash handling/business experience at a financial institution Knowledge of TCD transaction and settlement procedures PHYSICAL REQUIREMENTS: This job requires the ability to sit and stand for long periods of time. This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.
$28k-32k yearly est. Auto-Apply 5d ago
Insurance Customer Service Representative
Bayport Credit Union 3.9
Newport News, VA jobs
The primary purpose of this position is to deliver top-tier customer service to credit union members and prospect policyholders who have insurance-related inquiries or needs. This role involves answering questions, resolving issues, processing policy changes, and assisting members with claims. The representative will act as a liaison between members and the insurance carriers, ensuring that all customer requests are handled promptly and accurately. The position requires a current insurance license and the ability to communicate complex insurance information in a clear, helpful manner to ensure member satisfaction. ESSENTIAL FUNCTIONS AND SUPPORTING DUTIES: Respond to member inquires and requests via verbal and written correspondence Establish customer relationships and follow up with customers, as needed Assist Sales Agents with billing, claims, policy issuance follow-up, documentation, etc. Respond to client inquiries and requests via phone, email and text. Supports team goals and referral efforts Quotes new business when needed Cultivates and retains customer relationships by providing prompt, accurate, and friendly customer service. Document all activities into our Agency Management System - phone calls, interviews, quotes, sales, etc. Maintain long-term relationships with policyholders. Learn and maintain working knowledge of North Carolina insurance rules and regulations. QUALIFICATIONS AND REQUIREMENTS: Required Education: A two-year college degree or completion of a specialized course of study. Preferred Experience: Minimum of 1 year in insurance customer service or related role. Required Licenses: VA Property & Casualty license. Skills and Abilities: Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team. Ability to work in a non-structured environment without daily direction. Proficient in computer programs such as DocuSign and Microsoft Office products Excellent communication skills - written, verbal and listening Problem-solving, organizational skills, attentive to detail and possess the ability to multi-task. This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.
$27k-33k yearly est. 60d+ ago
Customer Service Representative - Woodstock
City National Bank of Wv 4.9
Woodstock, VA jobs
Customer Service Representative at City National Bank (on-site) We are an EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Are you ready to join a team of award-winning customer service professionals? City National Bank is seeking passionate individuals like you to join our ranks as Customer Service Representatives. As one of the leading banks in the region, we pride ourselves on providing exceptional service to our customers, and we're looking for talented individuals who share our commitment. Why Choose City National Bank? At City, we understand that our employees are our greatest asset. That's why we offer an inclusive and supportive work environment where you can thrive both personally and professionally. Here's what sets us apart: Commitment to Excellence: We aim for excellence in everything we do. By joining our team, you'll be part of an organization that constantly strives for innovation and improvement. Career Growth Opportunities: We believe in investing in our employees' growth and development. With comprehensive training programs and a clear career path, you'll have the opportunity to advance your career within our organization. Competitive Compensation and Benefits: We value our employees' hard work and dedication. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plans, and paid vacation. Strong Company Culture: Our employees are the heart of our organization, and we foster a positive and inclusive company culture. You'll be part of a close-knit team that celebrates individuality and promotes collaboration. Responsibilities: - Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues. - Serve as the first point of contact for customers, representing the bank in a professional and helpful manner. - Identify and assess customers' needs to recommend appropriate banking products and services. - Process transactions accurately and efficiently, including deposits, withdrawals, and transfers. - Educate customers on self-service options and assist with online and mobile banking inquiries. - Maintain accurate customer records and documentation in compliance with banking regulations. - Collaborate with internal teams to address complex customer issues and ensure prompt resolution. Qualifications: - High school diploma or equivalent; college degree preferred. - Previous customer service experience in a banking or financial institution is a plus. - Excellent communication skills, both verbal and written. - Strong problem-solving abilities and attention to detail. - Proficient computer skills and familiarity with banking software and systems. - Ability to work in a fast-paced environment and adapt to changing priorities. - Professional demeanor and ability to build rapport with customers. -Bilingual preferred Join City National Bank today and become part of a team that is passionate about providing exceptional service to our customers. We look forward to hearing from you!
$28k-34k yearly est. Auto-Apply 10d ago
Customer Service Representative, Floater
John Marshall Bancorp Inc. 3.8
Arlington, VA jobs
John Marshall Bank has an immediate opening for a Customer Service Representative, Floater, to join our team of qualified banking professionals across our geographic footprint in Northern Virginia, D.C. and Maryland. This role will be based in our Arlington Branch but will be required to travel to other branches in the Bank's footprint on an as needed basis. The primary responsibility of this position is to provide prompt, efficient and accurate service in processing various teller transactions. Excellent cash handling skills and attention to detail are essential. A strong sense of honesty and integrity are fundamental to this position. This position engages customers with their financial needs by regularly promoting, describing, selling and cross-selling other bank products and services. This person is expected to be flexible with scheduling. Travel is required to all the Bank's branches located in Northern Virginia, D.C. and Maryland. In this role you will: * Accurately handle, organize and count cash * Provide an exceptional service experience by engaging and establishing rapport with customers * Correctly process all types of customer transactions * Examine all cash and check endorsements to safeguard against acceptance of counterfeit bills and fraudulent items * Implement proper check cashing procedures * Place holds on accounts as approved by Branch Management and provides notices to customers * Successfully balance and complete end of day processes * Properly complete Currency Transactions Reporting * Verify customer's identification following the Bank's CIP procedures * Report any and all suspicious activity and behavior to appropriate supervisor * Successfully navigate and utilize OSI-DNA applications, and affiliated websites * Handle in-person and over-the-phone customer inquiries, requests and maintenance, following the Bank's service standards * Maintain customer confidentiality at all times * Demonstrate a thorough understanding of teller security and compliance responsibilities to include robbery procedures * Remain current on Bank Policies and Procedures * Professionally answer the telephone and follows-up in a timely manner * Successfully promote and refer Bank products and services * Actively participate in Bank community involvement activities * Foster a positive and supportive team environment * Maintain a professional image and appearance at all times * Refer difficult customer situations to Branch Management * Refer prospects to the Bank's partners * Prepare the daily Branch Settlement Log * Prepare and count cash shipments * Observe the appearance of the branch, report repairs and maintenance issues promptly * Assist in the training of new tellers * Complete on-going courses to maintain required compliance knowledge requirements * Open new accounts or perform other operational positions * Perform other duties as assigned Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Requirements * Ability to travel to any of the branches in the Bank's Footprint as needed (Leesburg, Reston, Woodbridge, Arlington, and Alexandria, Virginia, Washington, D.C. and Rockville, Maryland) * High School Diploma or equivalent * At LEAST 6 months of cash handling experience * Proficient computer skills * Ability to move up to 30 pounds in the form of computer paper, cash drawer, or other items as needed John Marshall Bank is an Equal Opportunity Employer At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes: * Medical * Dental * 401K Retirement Plan w/ an Employer Match (4% match on 5% contributions - this is highly competitive compared to other organizations) * Vision * Employee Assistance Program * Flexible Spending * Transit Reimbursement * Dependent Day Care * Long Term Care * Paid Time Off * Life and Disability Coverage At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.
$27k-34k yearly est. 60d+ ago
Customer Service Representative, Floater
John Marshall Bank 3.8
Arlington, VA jobs
John Marshall Bank has an immediate opening for a Customer Service Representative, Floater, to join our team of qualified banking professionals across our geographic footprint in Northern Virginia, D.C. and Maryland. This role will be based in our Arlington Branch but will be required to travel to other branches in the Bank's footprint on an as needed basis. The primary responsibility of this position is to provide prompt, efficient and accurate service in processing various teller transactions. Excellent cash handling skills and attention to detail are essential. A strong sense of honesty and integrity are fundamental to this position. This position engages customers with their financial needs by regularly promoting, describing, selling and cross-selling other bank products and services. This person is expected to be flexible with scheduling. Travel is required to all the Bank's branches located in Northern Virginia, D.C. and Maryland. In this role you will: Accurately handle, organize and count cash Provide an exceptional service experience by engaging and establishing rapport with customers Correctly process all types of customer transactions Examine all cash and check endorsements to safeguard against acceptance of counterfeit bills and fraudulent items Implement proper check cashing procedures Place holds on accounts as approved by Branch Management and provides notices to customers Successfully balance and complete end of day processes Properly complete Currency Transactions Reporting Verify customer's identification following the Bank's CIP procedures Report any and all suspicious activity and behavior to appropriate supervisor Successfully navigate and utilize OSI-DNA applications, and affiliated websites Handle in-person and over-the-phone customer inquiries, requests and maintenance, following the Bank's service standards Maintain customer confidentiality at all times Demonstrate a thorough understanding of teller security and compliance responsibilities to include robbery procedures Remain current on Bank Policies and Procedures Professionally answer the telephone and follows-up in a timely manner Successfully promote and refer Bank products and services Actively participate in Bank community involvement activities Foster a positive and supportive team environment Maintain a professional image and appearance at all times Refer difficult customer situations to Branch Management Refer prospects to the Bank's partners Prepare the daily Branch Settlement Log Prepare and count cash shipments Observe the appearance of the branch, report repairs and maintenance issues promptly Assist in the training of new tellers Complete on-going courses to maintain required compliance knowledge requirements Open new accounts or perform other operational positions Perform other duties as assigned **Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Requirements Ability to travel to any of the branches in the Bank's Footprint as needed (Leesburg, Reston, Woodbridge, Arlington, and Alexandria, Virginia, Washington, D.C. and Rockville, Maryland) High School Diploma or equivalent At LEAST 6 months of cash handling experience Proficient computer skills Ability to move up to 30 pounds in the form of computer paper, cash drawer, or other items as needed John Marshall Bank is an Equal Opportunity Employer At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes: Medical Dental 401K Retirement Plan w/ an Employer Match (4% match on 5% contributions - this is highly competitive compared to other organizations) Vision Employee Assistance Program Flexible Spending Transit Reimbursement Dependent Day Care Long Term Care Paid Time Off Life and Disability Coverage At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.
$27k-34k yearly est. 60d+ ago
Client Relationship Specialist
Blue Ridge Bank 4.0
Richmond, VA jobs
Blue Ridge Bank is an equal opportunity employer and prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. This applies to all terms and conditions of employment including, but not limited to, recruiting, hiring, selection for training, promotion, demotion, discipline, rates of pay or other compensation, transfer, layoff, termination, recall, use of all facilities, and participation in all Company sponsored activities. Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide. At Blue Ridge Bank our purpose is to be a trusted partner OF CHOICE in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers. This role works with the commercial bankers and their respective portfolios in the Central Virginia Market to administer various ongoing client servicing and portfolio management functions, deliver comprehensive and prompt customer service to internal and external customers and exercise quality control oversight in the execution of all duties. May escalate complex issues and challenges a Business Banker or Sr Client Relationship Specialist. Key Responsibilities: Deliver excellent customer service through being responsive and communicating effectively. Assist clients and prospects by providing information and prompt solutions as necessary. Establish and maintain effective internal/external working relationships as required by specific job duties. Receive and process incoming customer requests for advances, paydowns, transfers and wires. Within assigned scope of authority and within terms of lending limits they will advance for overdrafts, assist with credit extensions and draws on credit facilities. Support the sales process by offering depository and cash management products as appropriate; refer client to other lines of business as needed. Maintain current knowledge of commercial account products and procedures to resolve problems and answer questions from clients. Sort, file, classify, and retrieve material in an established filing system including but not limited to customer credit files. Search records, both internal and external, such as UCC searches, credit reports, county property records, prospect data bases, secretary of state records, client records, and others, to locate specific information; checks materials for accuracy, completeness and/or procedural compliance; compares data to identify similarities and differences; compiles such information in a variety of ways. Transaction processing includes those involving complex steps such as determination of compliance with credit approvals and regulations. Prepare documents, forms and communications with accuracy and attention to detail. Independently examine/validate documents, identify variances, errors or procedural non-compliance and take appropriate action to correct. Understand and uphold internal policies, standards, procedures and practices to the assigned function. Acts are part of the first line customer contact and support, and is involved in lending operational activities (document preparation, processing, servicing, etc.) Requirements Required Experience/Education: Some relevant experience. Customer service and background in Retail/Commercial products preferred. General understanding of collateral requirements and other loan terms with general exposure to loan documentation. General understanding of state and federal regulatory/reporting/recording requirements pertaining to assigned function. Communicate effectively in oral and written communication. Ability to meet deadlines and conduct timely follow-up. Knowledge and experience reviewing financial data and credit information. Required Skills/Knowledge: Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the client's business and personal financial goals. Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations. Must be proficient in all Microsoft Office software, familiarity with prospecting and CRM sales tools preferred. Customer service experience
$28k-32k yearly est. 20d ago
Client Relationship Specialist
Blue Ridge Bank 4.0
Richmond, VA jobs
Blue Ridge Bank is an equal opportunity employer and prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. This applies to all terms and conditions of employment including, but not limited to, recruiting, hiring, selection for training, promotion, demotion, discipline, rates of pay or other compensation, transfer, layoff, termination, recall, use of all facilities, and participation in all Company sponsored activities. Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide. At Blue Ridge Bank our purpose is to be a trusted partner OF CHOICE in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers. This role works with the commercial bankers and their respective portfolios in the Central Virginia Market to administer various ongoing client servicing and portfolio management functions, deliver comprehensive and prompt customer service to internal and external customers and exercise quality control oversight in the execution of all duties. May escalate complex issues and challenges a Business Banker or Sr Client Relationship Specialist. Key Responsibilities: * Deliver excellent customer service through being responsive and communicating effectively. * Assist clients and prospects by providing information and prompt solutions as necessary. * Establish and maintain effective internal/external working relationships as required by specific job duties. * Receive and process incoming customer requests for advances, paydowns, transfers and wires. * Within assigned scope of authority and within terms of lending limits they will advance for overdrafts, assist with credit extensions and draws on credit facilities. * Support the sales process by offering depository and cash management products as appropriate; refer client to other lines of business as needed. * Maintain current knowledge of commercial account products and procedures to resolve problems and answer questions from clients. * Sort, file, classify, and retrieve material in an established filing system including but not limited to customer credit files. * Search records, both internal and external, such as UCC searches, credit reports, county property records, prospect data bases, secretary of state records, client records, and others, to locate specific information; checks materials for accuracy, completeness and/or procedural compliance; compares data to identify similarities and differences; compiles such information in a variety of ways. * Transaction processing includes those involving complex steps such as determination of compliance with credit approvals and regulations. * Prepare documents, forms and communications with accuracy and attention to detail. * Independently examine/validate documents, identify variances, errors or procedural non-compliance and take appropriate action to correct. * Understand and uphold internal policies, standards, procedures and practices to the assigned function. * Acts are part of the first line customer contact and support, and is involved in lending operational activities (document preparation, processing, servicing, etc.) Requirements Required Experience/Education: * Some relevant experience. Customer service and background in Retail/Commercial products preferred. * General understanding of collateral requirements and other loan terms with general exposure to loan documentation. * General understanding of state and federal regulatory/reporting/recording requirements pertaining to assigned function. * Communicate effectively in oral and written communication. * Ability to meet deadlines and conduct timely follow-up. * Knowledge and experience reviewing financial data and credit information. Required Skills/Knowledge: * Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the client's business and personal financial goals. * Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations. * Must be proficient in all Microsoft Office software, familiarity with prospecting and CRM sales tools preferred. * Customer service experience
$28k-32k yearly est. 21d ago
Customer Service Representative
John Marshall Bancorp Inc. 3.8
Reston, VA jobs
John Marshall Bank has an immediate opening for a Customer Service Representative to join our team of qualified professionals in Reston, Va. The primary responsibility of this position is to provide prompt, efficient and accurate service in processing various teller transactions. Excellent cash handling skills and attention to detail are essential. A strong sense of honesty and integrity are fundamental to this position. This position engages customers with their financial needs by regularly promoting, describing, selling and cross-selling other bank products and services. In this role you will: * Accurately handle, organize and count cash * Provide an exceptional service experience by engaging and establishing rapport with customers * Correctly process all types of customer transactions * Examine all cash and check endorsements to safeguard against acceptance of counterfeit bills and fraudulent items * Implement proper check cashing procedures * Place holds on accounts as approved by Branch Management and provides notices to customers * Successfully balance and complete end of day processes * Properly complete Currency Transactions Reporting * Verify customer's identification following the Bank's CIP procedures * Report any and all suspicious activity and behavior to appropriate supervisor * Successfully navigate and utilize OSI-DNA applications, and affiliated websites * Handle in-person and over-the-phone customer inquiries, requests and maintenance, following the Bank's service standards * Maintain customer confidentiality at all times * Demonstrate a thorough understanding of teller security and compliance responsibilities to include robbery procedures * Remain current on Bank Policies and Procedures * Professionally answer the telephone and follows-up in a timely manner * Successfully promote and refer Bank products and services * Actively participate in Bank community involvement activities * Foster a positive and supportive team environment * Maintain a professional image and appearance at all times * Refer difficult customer situations to Branch Management * Refer prospects to the Bank's partners * Prepare the daily Branch Settlement Log * Prepare and count cash shipments * Observe the appearance of the branch, report repairs and maintenance issues promptly * Assist in the training of new tellers * Complete on-going courses to maintain required compliance knowledge requirements * Open new accounts or perform other operational positions * Perform other duties as assigned Requirements * High School Diploma or GED * Six months cash handling experience * Ability to attend off-site meetings and other branches as needed * Excellent interpersonal and customer service skills * Successfully promote and refer Bank products and services * Maintain professional manner and appearance standards at all times * Solid verbal and written communication skills * Multi-task and follow detailed instructions John Marshall Bank is an Equal Opportunity Employer At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes: * Medical * Dental * 401K Retirement Plan w/ an Employer Match (4% match on 5% contributions - this is highly competitive compared to other organizations) * Vision * Employee Assistance Program * Flexible Spending * Transit Reimbursement * Long Term Care * Paid Time Off * Life and Disability Coverage At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.
$27k-34k yearly est. 44d ago
V1BE Mobile Customer Service Representative
Primis Financial 4.2
Fredericksburg, VA jobs
This position requires you to stay active, work independently, and be a pivotal part of Primis Bank's innovative bank delivery service. This role involves actively delivering a range of banking transactions, including cash, checks, debit cards, notary services, and more, directly to our customers at their specified locations. With your assigned company vehicle serving as your mobile office, you'll represent the cutting edge of banking convenience, utilizing our proprietary app to navigate and fulfill customer requests with efficiency and safety. Essential Functions * Provide exceptional customer service during time sensitive pickups and deliveries at customer specified locations. * Master the V1BE app to assist customers and navigate service requests efficiently. * Work autonomously, employing technology and communication tools effectively. * Collaborate with the V1BE Fulfillment Lead and market center personnel to ensure smooth transaction completions. * Securely transport transactions, maintaining vigilance and adhering to established safety protocols. * In person attendance required. * Regular, reliable and predictable attendance. * This Full Time position will cover the Northern VA and Southern MD areas. Marginal Functions * Contribute to team success by meeting key performance metrics, with opportunities to participate in bank incentive programs. * Encourage customer engagement by sharing knowledge of bank services, emphasizing the importance of banking expertise. * Manage and maintain the company vehicle, including regular service check-ups, and submit mileage/fuel receipts for reimbursement. * Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices. * All other duties as assigned. Minimum Educational & Experience Requirements * High School diploma or equivalent. * Previous delivery, security experience, or Military background (Preferred) * Leadership experience in a retail environment (Preferred) Minimum Skill Requirements * The ability to work independently in an assigned region using a company vehicle. * Maintain confidentiality, safety awareness, and adhere to established safety protocols. * Proficiently utilize a GPS system for navigation. * Maintain a valid driver's license with a satisfactory driving record. * Maintain an active car insurance policy. Physical Demands In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. * Continuous communication: verbal and written, in-person, phone and electronic * Ability to lift and carry up to 50 pounds. * Ability to traverse stairs and navigate office buildings as well as residential neighborhoods. * Remain alert and prepared at all times. Work Environment * Continuous travel in a motor vehicle * Frequent office/market center environment
$26k-33k yearly est. 51d ago
Universal Branch Representative I - $2,500 Commitment Bonus
Virginia Credit Union 4.3
Christiansburg, VA jobs
PRIMARY FUNCTION: The Universal Branch Representative performs the duties of both a Teller and Member Service Representative (platform). This role is vital in the delivery of an exceptional member experience while supporting branch sales and service strategies. JOB DUTIES AND RESPONSIBILITIES: Teller Responsibilities: Establishes member relationships through quality service and cross selling VACU products/services to meet member needs Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority Performs paying and receiving functions with accurate balancing and reporting, including but not limited to deposits, check cashing, loan payments, miscellaneous sales, cash advances, etc. Disburses cash accurately and maintains a cash drawer, balancing it daily Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies. Maintains adequate cash and/or cash limits as required by VACU policy Evaluates needs of existing and prospective members and makes daily referrals to Member Service Representatives Member Service Responsibilities: Responsible for opening Memberships Responsible for opening all types of deposit accounts Able to provide assistance and maintenance on all deposit and loan accounts Referral based lending knowledge Assesses each member's financial needs to identify, cross-sell opportunities and expand relationships Make appropriate referrals to deepen member relationships Demonstrates the ability to make appropriate decisions in the best interest of VACU and the membership Engage members and prospective members in a professional and courteous manner in person and over the phone Demonstrates flexibility around the daily needs of the members and the branch Possesses leadership skills to properly self-manage and guide co-workers consistently Possesses lobby leadership skills in order to maximize exceptional member experience Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform and teller line, including Security and Information Security Answers member inquiries and cross-sells products and services of the credit union when appropriate. Responsible for handling member transactions quickly and efficiently in a courteous manner within established policies and procedures and to identify and assist in member needs in a proficient and professional manner Meets member needs by maintaining appropriate knowledge of all VACU products and services Answers the phone and responds to member phone inquiries professionally and accurately Building and retaining member relationships by performing follow - up and courtesy calls to members. Meets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales Provides quality service by following all member service expectations Handles troubleshooting and special assignments in support of supervisor. Responsible for ensuring that business goals and individual member service and sales goals are consistently met. Responsible for delivering high quality service and needs based sales to members Required notary certification. Must stay informed of all notary rules and regulations. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures. Stay up to date on all required loan documents, systems, credit reports and related lending documents. Other duties may be required and assigned by the supervisor JOB QUALIFICATIONS: Knowledge: Thorough understanding of products and services offered by financial institutions preferred Skills: Satisfactory computer skills required. Abilities: Positive and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills. Sound judgment. Ability to handle difficult situations. Ability to handle multiple tasks. Professional appearance and manner. Minimum Education and Experience: Minimum of high school diploma or equivalent. Some college education or business courses preferred. Customer/member service experience, preferably at a financial institution Cash handling/business experience at a financial institution Knowledge of TCD transaction and settlement procedures PHYSICAL REQUIREMENTS: This job requires the ability to sit and stand for long periods of time. This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.
$29k-33k yearly est. Auto-Apply 60d+ ago
Universal Branch Representative I
Virginia Credit Union 4.3
Lynchburg, VA jobs
PRIMARY FUNCTION: The Universal Branch Representative performs the duties of both a Teller and Member Service Representative (platform). This role is vital in the delivery of an exceptional member experience while supporting branch sales and service strategies. JOB DUTIES AND RESPONSIBILITIES: Teller Responsibilities: Establishes member relationships through quality service and cross selling VACU products/services to meet member needs Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority Performs paying and receiving functions with accurate balancing and reporting, including but not limited to deposits, check cashing, loan payments, miscellaneous sales, cash advances, etc. Disburses cash accurately and maintains a cash drawer, balancing it daily Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies. Maintains adequate cash and/or cash limits as required by VACU policy Evaluates needs of existing and prospective members and makes daily referrals to Member Service Representatives Member Service Responsibilities: Responsible for opening Memberships Responsible for opening all types of deposit accounts Able to provide assistance and maintenance on all deposit and loan accounts Referral based lending knowledge Assesses each member's financial needs to identify, cross-sell opportunities and expand relationships Make appropriate referrals to deepen member relationships Demonstrates the ability to make appropriate decisions in the best interest of VACU and the membership Engage members and prospective members in a professional and courteous manner in person and over the phone Demonstrates flexibility around the daily needs of the members and the branch Possesses leadership skills to properly self-manage and guide co-workers consistently Possesses lobby leadership skills in order to maximize exceptional member experience Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform and teller line, including Security and Information Security Answers member inquiries and cross-sells products and services of the credit union when appropriate. Responsible for handling member transactions quickly and efficiently in a courteous manner within established policies and procedures and to identify and assist in member needs in a proficient and professional manner Meets member needs by maintaining appropriate knowledge of all VACU products and services Answers the phone and responds to member phone inquiries professionally and accurately Building and retaining member relationships by performing follow - up and courtesy calls to members. Meets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales Provides quality service by following all member service expectations Handles troubleshooting and special assignments in support of supervisor. Responsible for ensuring that business goals and individual member service and sales goals are consistently met. Responsible for delivering high quality service and needs based sales to members Required notary certification. Must stay informed of all notary rules and regulations. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures. Stay up to date on all required loan documents, systems, credit reports and related lending documents. Other duties may be required and assigned by the supervisor JOB QUALIFICATIONS: Knowledge: Thorough understanding of products and services offered by financial institutions preferred Skills: Satisfactory computer skills required. Abilities: Positive and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills. Sound judgment. Ability to handle difficult situations. Ability to handle multiple tasks. Professional appearance and manner. Minimum Education and Experience: Minimum of high school diploma or equivalent. Some college education or business courses preferred. Customer/member service experience, preferably at a financial institution Cash handling/business experience at a financial institution Knowledge of TCD transaction and settlement procedures PHYSICAL REQUIREMENTS: This job requires the ability to sit and stand for long periods of time. This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.
$29k-33k yearly est. Auto-Apply 60d+ ago
Universal Branch Representative II - Southpark Branch
Virginia Credit Union 4.3
Colonial Heights, VA jobs
PRIMARY FUNCTION: The Universal Branch Representative performs the duties of both a Teller and MSR. This role is vital in the delivery of an exceptional member experience while supporting branch sales and service strategies. JOB DUTIES AND RESPONSIBILITIES: Teller Responsibilities: Establishes member relationships through quality service and cross selling VACU products/services to meet member needs Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority Performs paying and receiving functions with accurate balancing and reporting, including but not limited to deposits, check cashing, loan payments, miscellaneous sales, cash advances, etc. Disburses cash accurately and maintains a cash drawer, balancing it daily Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies. Maintains adequate cash and/or cash limits as required by VACU policy Evaluates needs of existing and prospective members and makes daily referrals to Member Service Representatives Member Service Responsibilities: Responsible for opening/maintenance of various deposit accounts Ability to interview members with lending needs, submit appropriate loan applications and related documents, and coordinate loan closings Assesses each member's financial needs to identify, cross-sell opportunities and expand relationships Make appropriate referrals to deepen member relationships Demonstrates the ability to make appropriate decisions in the best interest of VACU and the membership Engage members and prospective members in a professional and courteous manner in person and over the phone Demonstrates flexibility around the daily needs of the members and the branch Possesses leadership skills to properly self-manage and guide co-workers consistently Possesses lobby leadership skills in order to maximize exceptional member experience Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform and teller line, including Security and Information Security Answers member inquiries and cross-sells products and services of the credit union when appropriate. Responsible for handling member transactions quickly and efficiently in a courteous manner within established policies and procedures and to identify and assist in member needs in a proficient and professional manner Meets member needs by maintaining appropriate knowledge of all VACU products and services Answers the phone and responds to member phone inquiries professionally and accurately Building and retaining member relationships by performing follow - up and courtesy calls to members. Meets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales Provides quality service by following all member service expectations Handles troubleshooting and special assignments in support of supervisor. Responsible for ensuring that business goals and individual member service and sales goals are consistently met. Responsible for delivering high quality service and needs based sales to members Required notary certification. Must stay informed of all notary rules and regulations. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures. Stay up to date on all required loan documents, systems, credit reports and related lending documents. Other duties may be required and assigned by the supervisor JOB QUALIFICATIONS: Knowledge: Thorough understanding of products and services offered by financial institutions preferred Skills: Satisfactory computer skills required. Abilities: Positive and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills. Sound judgment. Ability to handle difficult situations. Ability to handle multiple tasks. Professional appearance and manner. Minimum Education and Experience: Minimum of high school diploma or equivalent. Some college education or business courses preferred. Customer/member service experience, preferably at a financial institution Cash handling/business experience at a financial institution Knowledge of TCD transaction and settlement procedures Must be able to be actively registered with the Nationwide Mortgage Licensing System and Registry (NMLS) PHYSICAL REQUIREMENTS: This job requires the ability to sit and stand for long periods of time. This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.
$29k-33k yearly est. Auto-Apply 56d ago
FCRA Disputes Specialist
Citizens Financial Group, Inc. 4.3
Glen Allen, VA jobs
In the FCRA Disputes Specialist role, you will be responsible for: * You will investigate credit bureau disputes received from the credit reporting agencies as well as from our customers using Citizens systems, policies and procedures. You will add pertinent information to pre-approved letters to respond to customer disputes. You will thoroughly document information relevant to the dispute details and resolution in the system of record. * Although most disputes do not require telephone contact, occasionally you will need to provide effective communication when making inquiries and to follow up with customers. * You will review various reports to troubleshoot credit bureau reporting issues prior to the monthly file run. * You will build relationships and effectively communicate across departments within Citizens to request system updates as well as obtain information relevant to resolving credit bureau disputes and reporting exceptions. * At times, you will participate in projects to review and investigate historical credit bureau reporting and make updates as needed. * You will receive training to remain up to date on credit bureau industry knowledge and trends. Qualifications * Problem-solving skills, accuracy, attention to detail, and having an analytical mindset while reviewing and investigating credit bureau disputes and reporting exceptions is critical. * The ability to function in a team environment, work independently, and organize your time to meet deadlines is a necessity. * The ability to write and speak effectively and professionally is a must. * 2-5 years of experience in the financial industry is preferred. * Previous experience in customer service, complaint resolution, letter writing, bankruptcy, loss mitigation or foreclosure is a plus. * Previous experience researching and resolving credit bureau disputes is a plus. * Bachelor's or Associate's degree preferred. High school diploma with applicable work experience is acceptable. Qualifications, Education, Certifications and/or Other Professional Credentials * Bachelor's or Associate's degree preferred. High school diploma with applicable work experience is acceptable. Hours & Work Schedule * Hours per Week: 40 * Work Schedule: M-F 8am-5pm. Hybrid (4 days in the office) in Johnston, RI or Glen Allen, VA Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award Fair360 Top Regional Company FORTUNE's World's Most Admired Companies Military Friendly Employer
$30k-40k yearly est. Auto-Apply 2d ago

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